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Heritage Wealth Management (California)’s Apple AAPL Stock Holding History

Heritage Wealth Management (California)’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.91M Buy
27,352
+715
+3% +$205K 3.01% 7
2026
Q1 		$6.76M Buy
26,637
+324
+1% +$84.3K 3.73% 5
2025
Q4 		$7.15M Sell
26,313
-2,056
-7% -$552K 4.54% 4
2025
Q3 		$7.22M Sell
28,369
-1,145
-4% -$259K 4.84% 3
2025
Q2 		$6.06M Sell
29,514
-670
-2% -$135K 4.04% 5
2025
Q1 		$6.7M Buy
30,184
+4,355
+17% +$1.01M 5.04% 4
2024
Q4 		$6.47M Buy
25,829
+808
+3% +$190K 4.66% 4
2024
Q3 		$5.83M Buy
25,021
+258
+1% +$57.6K 4.13% 5
2024
Q2 		$5.22M Sell
24,763
-176
-0.7% -$32.8K 3.83% 6
2024
Q1 		$4.28M Sell
24,939
-923
-4% -$168K 3.23% 7
2023
Q4 		$4.98M Buy
+25,862
New +$4.78M 3.98% 6

Other funds holding AAPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (California)'s AAPL Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Apple (AAPL) stake by 2.7% in Q2 2026, buying an estimated $205K and bringing the position to 27,352 shares worth $7.91M. The position accounts for 3.01% of the portfolio, ranked #7.

Heritage Wealth Management (California) first reported a position in AAPL in Q4 2023 and has held it in 11 quarters since. 6,096 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Heritage Wealth Management (California) held 27,352 shares of Apple worth $7.91M as of Q2 2026.
  • Heritage Wealth Management (California) bought 715 Apple shares in Q2 2026, an estimated $205K.
  • Apple made up 3.01% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #7 holding.
  • Heritage Wealth Management (California) first reported a position in Apple in Q4 2023 and has held it in 11 quarters since.
  • 6,096 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.